Customers Love Our Software!

Customer Testimonials

​I came across your financial planning software after years of frustration working with financial planners. Those programs are worse than useless. But your software is amazing! It’s easy to use and so rational/clear in how it is designed – obviously designed by an economist! I love that the program tells you what you can spend. So simple. I feel like we finally have our arms around retirement planning.

Emily Gilde

Chief Actuary, Ethos

MaxiFi Planner is a powerful tool that projects a consistent discretionary spending budget, even with inconsistent income. This really helps my clients see how to transition to retirement, and with confidence. It’s very robust and accounts for Social Security, taxes, retirement account withdrawals, real estate, and much more. The staff is very knowledgeable and always responsive. Outstanding product.

I love MaxiFi! Having the ability to run limitless scenarios minimizes the guesswork of long-term planning.

Harvey Johnson

Senior Manager Cyber Engineering, Woodbridge,Virginia

MaxiFi is obviously very thorough and considers many variables simultaneously. Given how complex things have become (taxes, investments, etc.), having a tool like this is indispensable.

Michelle Prengle

CPA, temporarily residing in Japan

I find MaxiFi Planner to be extremely helpful. It enables me to input a great level of detail regarding our current situation, and is then easy to use in generating very valuable and insightful future scenarios. And you keep it current with respect new laws, and providing upgraded features. Keep up the great work!

Bob M., PhD

Retired Mathematician, New Orleans, LA

I needed to quickly find and use some cash-based financial planning software to make a major financial decision. After checking around, I settled on trying ESPlanner or MaxiFi. I tried MaxiFi. Great software tool and great support, even on the weekends. Now I see why you have the great testimonials on your website.

E. Bauman

Research Manager, Walnut Creek, CA

Thank you so much for your fantastic support and prompt replies. I think your product is phenomenal and has given me peace of mind in my look into the future for my retirement. I have already recommended it to several others.

Michael S., MD

Physician, Los Angeles, CA

I have run four scenarios since I purchased MaxiFi one week ago and the program is very impressive. It is pretty easy to use, allows a lot of tailoring of inputs, gives good help tips and has calculating power above and beyond what I will ever put together.

Michael B.

Retiree, Silver Spring, MD

MaxiFi Planner is a simple and elegant solution for financial advisors seeking to advise clients or for unadvised investors looking to optimize their own plan.

Gil Weinreich

Seeking Alpha

I finally got around to running my first plan on MaxiFi. You guys have done an outstanding job! The browser interface is easy-to-use and flexible, greatly simplifying data entry. The explanatory notes throughout are very useful as are the maximization functions with flexible assumptions. I’ve spent many hours over the years satisfying myself as to the accuracy of calculations in ESPlanner. I’ve grown to have complete confidence in ESPlanner, which translates into complete confidence in MaxiFi since they share the same computation engine. Congratulations on a fine product.

David Fuhrman, CFA, CFP

National Wealth Management, LLC, Florham Park, NJ

Great help. Thanks! I really like your software. I have an Excel model I've developed over the last few years but this is SO much easier.

Charles C.

Real Estate Development, Franklin, TN

MaxiFi helps answer the question that everyone asks - "Will I have enough money to live on?" It defines "live on" as discretionary spending and that is where the advisor can help the client by making sure that the non-discretionary amount is more inclusive than simple housing costs. Most of my clientele do not want glitz and glamor but want something that they can understand. This fits the bill and is a great arrow in our quiver of tools.

Morris Armstrong, EA

Armstrong Financial Strategies, Cheshire, CT

Very easy to follow and to find what I want. I like the ease of access to the information on the fly.

Nancy S.

Actress and retired from Human Services, Oceanside, CA

Congrats to Economic Security Planning on launching MaxiFiPlanner.com. I'm loving it. You folks are true pioneers, and I applaud all that you do.

Drew Boyd

Executive Director, Associate Professor of Marketing and Innovation Carl H. Lindner College of Business

Disclaimer: MaxiFi Planner and all other products provided by Economic Security Planning, Inc. (referred to hereafter as "we" or "our") are educational calculators designed to give you some input in mapping out your financial future, but should not be acted upon as a complete financial plan. MaxiFi Planner and the creators of MaxiFi Planner and any derivative products are not certified, registered, authorized, or any other type of financial planners. MaxiFi Planner and its derivative products are simply tools for helping you think through your economic futures. Any suggestions should be viewed as informative inputs into your own decision-making with respect to saving and the purchase of life insurance. MaxiFi Planner and its derivative products provide neither economic, financial nor tax advice, which can only be delivered to you by authorized professionals. The Social Security benefit estimates produced by MaxiFi Planner are just that -- estimates. Only the Social Security Administration can tell you precisely the benefits to which you will be eligible or are eligible and the amounts you will receive. The estimates provided here may differ from the correct amounts due to mistakes in our computer code of which we are unaware or because of legislated changes in Social Security provisions of which we are unaware or because of delays in our updating our computer code for changes in Social Security provisions. This material is not intended to provide legal, tax or investment advice, or to avoid penalties that may be imposed under U.S. Federal tax laws, nor is it intended as a complete discussion of the tax and legal issues surrounding retirement investing. You should contact your tax advisor to learn more about the rules that may affect individual situations.

Updated for full compliance with the Tax Cuts and Jobs Act of 2017. Learn More